This alphabetically-sorted document contains succint descriptions and explanations of many terms one can encounter in Kapytal.
- Account
- Account Group
- Account Item
- Account Tree
- Backups
- Base Currency
- Buy
- Cash
- Cash Account
- Cash Flow Reports
- Cash Transaction
- Cash Transfer
- Category
- Currencies Form
- Currency
- Data File
- Date
- Demo Files
- Description
- Dialog
- Dividend
- Exchange Rate
- Expense
- Form
- Income
- Logging
- Native Currency/Amount
- Net Worth Reports
- Path
- Payee
- Refund
- Reports
- Savings Rate
- Securities Form
- Security
- Security Account
- Security Transaction
- Security Transfer
- Sell
- Settings Form
- Tag
- Transaction
- Transaction Filters
- Transaction Table
- Transaction Table Form
- Update Quotes Form
- UUID
Accounts are "vessels", capable of containing items of monetary value.
There are two types of Accounts: Cash Accounts, which contain money denominated in a certain Currency, and Security Accounts, which contain shares of Securities.
In Kapytal, Accounts are disambiguated by their path. Account hierarchy can be created within Account Tree using Account Groups
Account Groups are folders containing Accounts or other Account Groups. There is no limit to the depth of nesting within the Account Tree. Account Groups are disambiguated by their path.
Account Item is an umbrella term for Accounts and Account Groups.
Account Tree is the second largest user interface feature of Kapytal, and it is the used to create, browse, edit, delete or otherwise manipulate Accounts and Account Groups. It is also the place where the balances of all Accounts and Account Groups are visible in both their native and base Currencies.
Account Tree also offers an intuitive interface shortcut to the Account Transaction Filter via the check boxes in the rightmost Account Tree column. Only Transactions related to the currently checked Account Items are shown in the Transaction Table.
Below the Account Tree there is a text label showing the total balance of currently selected Account Items in base Currency.
Account Tree can be hidden by toggling the 
Show/Hide Account Tree action in the toolbar. This is useful when more screen space for Transaction Table is required.
Kapytal is creating backups of user JSON data file every time the file is opened or saved. Backups are created in all the directories listed within the Backups tab in Settings Form. If the total size of all backups within any backup directory exceeds the size limit specified within the Settings Form Backups tab, Kapytal starts deleting backups in that particular directory until the limit is satisfied again, starting from the oldest backups. This backup size checking process occurs every time a backup is created. Details about the outcome of these backup checks can be found in the logs.
In Kapytal, exactly one Currency at a time can be designated as base Currency. Base Currency is used in Base Balance column and Checked Account Balance widget in Account Tree, Base Amount column and Selected Transactions Total widget in Transaction Table, in Securities, Categories, Payees and Tags Forms and in all Reports.
The user can change the base Currency anytime in Currencies Form in the Currencies section.
Buy is a sub-type of Security Transaction that represents the exchange of money from a Cash Account for a gain of shares of a Security in a Security Account. The keyboard shortcut for adding a Buy is the B key.
In Kapytal, Cash is synonym for money denominated in a certain Currency, regardless of whether it is physical (coins, bank notes) or digital (bank accounts, cryptocurrencies etc.). Kapytal is not capable of making a distinction between a physical or digital money.
Related terms are: Cash Account, Cash Transaction and Cash Transfer.
Cash Account is a type of Account that can contain any amount of money denominated in a certain Currency. When creating a Cash Account, its native Currency is defined by the user and can never be changed.
In practice, Cash Accounts can be used to represent physical money (in a wallet, at home etc.) or digital money (current bank accounts, savings bank accounts, credit card accounts, cryptocurrency wallets etc.).
Cash Accounts can contain positive, zero, or even negative amounts of money. Negative balance can be expected in a Cash Account representing a credit card. After paying off the debt, the balance of such Cash Account should return to zero.
Cash Accounts are used in all types of Transactions except Security Transfers.
Cash Accounts can have a non-zero initial balance. In Kapytal, initial balance is considered effective the day before the first Transaction of the given Cash Account.
Cash Flow Reports are Reports used for analyzing the flow of your money within a given period. Monthly, Annual and Total Cash Flow Reports are available. The data is shown in two tabs: Table and Chart.
In Table tab, double-clicking on any table cell (or selecting a table cell and selecting 
Show Transactions action) brings up a Transaction Table Form, allowing the user to investigate the Transactions used to calculate the selected quantity.
Evaluated quantities are:
- Income
- Inward Transfers
- Cash Transfers, Security Transactions and Security Transfers transferring value from Cash Accounts or Security Accounts which are unselected in the Account Tree to one of the selected Account Items
- Refunds
- Initial Balances
- see Cash Account for details
- Total Inflow
- Expenses
- Outward Transfers
- same as Inward Transfers, but for value flowing out of the selected Account Items into the unselected Account Items
- Total Outflow
- Cash Flow
- equal to
$\text{Total Inflow} - \text{Total Outflow}$ - Cash Flow is often more important than Net Growth, as the Gain/Loss part of Net Growth is usually beyond one's control
- equal to
- Securities Gain/Loss
- Currencies Gain/Loss
- Total Gain/Loss
- Net Growth
- equal to
$\text{Cash Flow} + \text{Total Gain/Loss}$
- equal to
- Savings Rate
Cash Transactions are Transactions that represent the transfer of money between a Cash Account and a Payee. There are two types of Cash Transactions: Income and Expense.
Cash Transactions can contain multiple Categories (so-called "split Categories").
Cash Transaction specific attributes are: Cash Account, Payee, Amount and Categories.
Cash Transfers are Transactions that can transfer money from one Cash Account to another. The Currencies of the Cash Accounts do not have to match, and Cash Transfers can therefore represent Currency exchange operations.
Cash Transfer specific attributes are: Sender Cash Account, Recipient Cash Account, amount sent, amount received.
The keyboard shortcut for adding a Cash Transfer is the Ctrl+T combination (the mnemonic is: Ctrl for Cash and T for Transfer).
Categories are attributes that can be used in Cash Transactions and Refunds. The user can create any amount of Categories, and Categories can form a tree-like hierarchy. The user can use Categories to filter Transactions or create specific Category Reports.
Each Category is defined by its path and type (Income, Expense, Dual-Purpose). Income Categories can only be used in Income Cash Transactions, Expense Categories can only be used in Expense Cash Transactions and Dual-Purpose Categories can be used in both Income and Expense Transactions.
Categories are meant to be generic and reused often. Tags are better suited as an "one-off" attribute.
- Example Income Categories: Employment/Salary, Employment/Benefits, Employment/Bonus, Tax Refund.
- Example Expense Categories: Food and Drink/Eating out, Food and Drink/Groceries, Bills/Heating, Health/Medicine, Housing/Rent, Housing/Equipment/Kitchen, Transport/Airplane, Car/Fuel, Car/Repairs, Clothes/Accessories, Sports/Equipment, Leisure/Culture/Theatre.
- Example Dual-Purpose Categories: Interest, Gift.
Contrary to many similar software, in Kapytal, the user can assign Categories to Cash Transactions regardless of how many children the Categories have. For example, the user can use Category Food and Drink as well as Food and Drink/Eating out, and both could be even assigned to the same Cash Transactions at the same time.
Cash Transactions can include one or more Categories.
Currencies Form is the Form for creating, editing, deleting, manipulating and updating Currencies, Exchange Rates and Exchange Rate quotes. It also allows the user to set the base Currency.
In Kapytal, Currencies are units of money. The user can create and delete Currencies in Currencies Form. Currencies have two attributes: code and number of decimals. These two attributes are specified upon Currency creation and can never be changed.
Code is a 3-letter string, as the intended contents are the ISO 4217 standard codes (such as USD, EUR etc.). However, in practice, the user can enter any three letter string. Kapytal Currencies can therefore be used to represent non-standard currencies such as cryptocurrencies (BTC, ETH) or any other unit of monetary value.
Number of decimals represents the number of digits after the decimal separator for the given Currency. Most currencies have 2 decimals (see column D here). Cryptocurrencies such as Ethereum can however have up to 18 decimals. Kapytal therefore supports up to 18 decimal places. In general, Kapytal does not allow the user to specify amounts with more decimals than the specified Currency number of decimals, with the exception of Security price. When specifying Security Amount per Share in Securities Form or Security Transactions, Kapytal allows the user to enter the price with greater precision than the number of digits of the given Currency. The precision can be set within Settings Form.
In Kapytal, exactly one Currency at a time can be designated as base Currency.
To represent Currency exchange, use Cash Transfers, as the sending and receiving Cash Accounts do not have to have the same Currency.
Data File is a term for the JSON files created, viewed and edited by Kapytal. An example of such a file is the demo file.
All Transactions contain date attribute, as well as Security price and Exchange Rate quotes.
The user can set the format of date attributes in Settings Form, separately for Transactions and for other purposes. This is because under the hood, Transaction dates also contain hours, minutes and seconds, which are hidden by default. Setting a date format which contains hours, minutes or seconds can show them within the Transaction Table. This can be useful when reordering Transactions using the hours and minutes, as Transaction creation/edit dialogs date widgets contain hours and minutes. Seconds are not editable, as they are reserved for Kapytal's internal purposes.
Demo files are JSON data file distributed within Kapytal installation and can be found at <installation_directory>/Kapytal/_internal/saved_data/ or here. They contain fictitous data and showcase the typical usage of Kapytal features.
Descriptions are optional strings describing Transactions. They can be multi-line and up to 256 characters long.
In Kapytal, Dialogs are "disposable" user interface elements/windows used for simple data entry tasks (note this is not a clear cut definition). Dialogs usually disappear after accepting them.
Dividend is a sub-type of Security Transaction that represents the gain of money in a Cash Account which is connected to a Security from a Security Account, but which does not change the amount of shares held in the Security Account. The keyboard shortcut for adding a Dividend is the Shift+D key combination, as D is reserved for the Duplicate Transaction action (as a mnemonic, the Shift stands for Security, just like in the Security Transfer shortcut).
Dividends are included in the Total and Realized performance shown in the Overview tab of the Securities Form.
Exchange Rates relate two Currencies together through a numerical conversion factor. Exchange Rates can be created within Currencies Form.
Both current or past values of Exchange Rates can be set manually within Currencies Form. Current rates can also be downloaded automatically via Update Quotes Form.
The number of decimals of Exchange Rate quote dialog spinboxes can be set within Settings Form.
Expense is a sub-type of Cash Transaction, which represents the transfer of money from a Cash Account to a Payee. Unlike Income, Expense can be refunded by a Refund. Once an Expense is refunded, it cannot be edited until the Refunds are deleted. The keyboard shortcut for adding an Expense is the E key.
In Kapytal, Forms are user interface elements/windows used for more complex settings and operations (note this is not a clear cut definition). Operations within Forms usually create Dialogs in the process.
These are some of the Forms in Kapytal:
- Categories Form
- Currencies Form
- Payees Form
- Update Quotes Form
- Securities Form
- Settings Form
- Tags Form
- Transaction Filter Form
- Transaction Table Form
Income is a sub-type of Cash Transaction, which represents the transfer of money from a Payee to a Cash Account. Unlike Expense, Income cannot be refunded. The keyboard shortcut for adding an Income is the I key.
Most operations the user makes within Kapytal are logged in a log file. These files are used for debugging purposes and can be found within <installation_directory>/Kapytal/_internal/logs/.
The user can set the maximum logs directory size in Settings Form. If exceeded, Kapytal will start deleting logs during startup, starting from the oldest logs, until the limit is satisfied. The details about the outcome of this deletion process can be naturally found in the most recent log.
The Currency of a Cash Account or a Security is considered to be its native Currency.
In the Account Tree, the balance of all Cash Accounts is shown in both native and base Currency, unless the native Currency of the particular Cash Account matches the base Currency. In that case, native balance is empty (as it would be identical to base amount anyway).
If all Securities contained within a Security Account are denominated in the same non-base Currency, the balance of the Security Account is shown in the Currency of the Securities in the Account Tree Native Balance column.
In the Transaction Table, Native Amount and Base Amount are two separate columns. Native Amount displays the amount of all Transactions, which are denominated in a Currency different from the base Currency (except the Cash Transfer and Security Transfer Transactions, which utilize different columns altogether).
In the Securities Form Overview tab tree, there are several performance indicators which are denominated in the native Currency of the given Security.
Net Worth Reports are Reports used for high level overview of total financial assets.
Net Worth Reports only take Account Items passing through the Account Filter into account (they do not operate on Transactions).
There are three Net Worth Reports:
- Accounts
- used for visualizing how much each Account Item from Account Tree is worth
- Asset Type
- used for calculating and visualizing how much net worth within selected Account Items consists of money denominated in specific Currencies or money tied up in specific Securities
- Time
- used for visualizing the time evolution of the balance of selected Account Items
In Kapytal, items in tree-like hierarchies (Account Items or Categories) are identified by their path. The path string consists of item names separated by slashes, starting from root item: Grandparent/Parent/Child.
Payee is an attribute appearing in Cash Transactions and represents the other party of the Cash Transactions. Payees are identified only by their name, which can contain any symbols excluding colons (:).
In case of Income, the Payee could be an employer, customer, the bank paying the user savings account interest, the government sending them the tax refund etc. In case of Expense, the Payee could be a landlord, telephone company, local grocery shop, gym etc.
Payees can be used to filter Cash Transactions or create specific Payee Reports.
Refund is a special type of Transaction that "reverts" the effects of an Expense. The user can create a Refund by right-clicking an Expense in Transaction Table and selecting Add Refund, or by selecting an Expense and pressing the R key.
Refunds can refund the Expense fully or partially. Each Refund can relate to only one Expense, while each Expense can be refunded by multiple Refunds. However, the total sum of refunded money cannot exceed the total amount defined by the Expense.
Refunds can refund money to a different Cash Account than the Cash Account defined in the refunded Expense. The date & time of a Refund cannot precede the date & time of the refunded Expense.
To find Refund's refunded Expense, or to find refunded Expense's Refunds, right-click the chosen Transaction and select Find related.
For the purposes of most Reports, Refunds are either treated separately, or as "inverted" Expense. Refunds are only considered as Income in the Categories Report sunburst chart, because this chart type is incapable of visualizing negative values (Refunds would be ideally considered negative Expense).
Reports are used to analyse and visualize your data using charts and tables. Reports can be accessed via the Reports menu item.
Note reports always analyse only the Transactions or Account Items that are passing through Transaction Filters. The user can use this to purposefully remove some Transactions from the analysed data set.
There are several types of Reports:
- Net Worth Reports
- Cash Flow Reports
- Category Reports
- Tag Reports
- Payee Reports
Savings Rate is a quantity evaluated in Cash Flow Reports.
Savings Rate quantifies saved money relative to the sum of all saveable money for a given period. Refunds contribute towards the saved amount, but not towards the saveable amount, therefore Savings Rate of more than 100% is theoretically possible.
The formula is:
Securities Form is the Form for creating, editing, deleting, manipulating and updating Securities and their price quotes.
In the Overview tab, an overview of Securities and all Security Accounts which contain their shares is available, including a large number of performance related quantities.
Some performance quantities are available in the following "flavors":
- Realized (R)
- actual performance based on paid-out Dividends and completed Sell Transactions
- Unrealized (U)
- virtual performance which could hypothetically be realized if all owned Security shares were sold for market price
- Total (T)
- sum of realized and unrealized performance
Some performance quantities are available in base and/or native Currencies. This means that the quantities are calculated using base or native
Following performance quantities are available:
- Gain
- available in base and native Currencies
- available in Realized, Unrealized and Total flavors
$\text{Realized Gain} = \text{Shares Sold} * (\text{Avg. Sell Price} - \text{Avg. Buy Price}) + \text{Dividends}$ $\text{Unrealized Gain} = \text{Shares Owned} * (\text{Market Price} - \text{Avg. Buy Price})$ $\text{Total Gain} = \text{Realized Gain} + \text{Unrealized Gain}$
- Currency Gain
- available only in base Currency
- available only in Total flavor
$\text{Total Currency Gain} = \text{Total Base Gain} - \text{Total Native Gain}$
- Return
- relative return in percent
- available in base and native Currencies
- available in Realized, Unrealized and Total flavors
$\text{Realized Return} = \frac{\text{Shares Sold} * (\text{Avg. Sell Price} - \text{Avg. Buy Price})}{\text{Shares Sold} * \text{Avg. Buy Price}}+\frac{\text{Dividends}}{\text{Shares Bought} * \text{Avg. Buy Price}}$ $\text{Unrealized Return} = \frac{\text{Unrealized Gain}}{\text{Shares Owned} * \text{Avg. Buy Price}}$ $\text{Total Return} = \frac{\text{Total Gain}}{\text{Avg. Buy Price} * \text{Shares Bought}}$
- Annualized Internal Rate of Return (IRR)
- available in base and native Currencies
- available only in Total flavor
- calculated using the
pyxirrpackagexirrfunction, which takes the dates of Security Transactions into account
Securities are used to represent assets with a monetary value which fluctuates over time, such as stocks, bonds, ETFs, pension funds or other financial instruments, as well as real estate, mortgages, loans, cars, art etc.
In Kapytal, shares of Securities can be owned within Security Accounts, can be acquired or sold via Security Transactions, and can be transfered to other Security Accounts via Security Transfers.
Price history of Securities can be tracked by Kapytal. Prices for a specific calendar day can be entered manually, loaded from a CSV file in Securities Form, or updated automatically in Update Quotes Form.
When creating a Security in Securities Form, following attributes are requested:
- Name
- Symbol
- optional, but required for automatic price updates via Update Quotes Form
- Type
- custom string of your own choosing (for example ETF, Real Estate, Pension Fund etc.)
- Shares decimals
- number of decimal places of shares
- typically 0 decimal places (integer amount of Shares), but more decimals are needed for Securities with fractional shares
- Currency
- Currency of the Security price as well as the Currency which will be used when buying or selling shares
Security Account is a type of Account that can contain shares of Securities. Unlike Cash Accounts, which can contain only money of single Currency, Security Accounts can contain shares of any number of various Securities, and the Securities do not even have to be denominated in the same Currency.
There is no Currency associated with Security Accounts. In Account Tree, their balance is shown in terms of the base Currency. Native balance of a Security Account is shown only when all Securities within are denominated in the same non-base Currency.
In practice, Security Accounts can be used to represent investment, trading or pension accounts, but also real estate portfolio, car collection, art collection or any group of assets whose fluctuating value the user wants to track in Kapytal.
Security Accounts can contain positive, zero, or even negative amounts of shares of any Security. Negative amounts of shares are useful for modelling loans and mortgages.
To see the Security contained within a Security Account, double-click the Security Account in the Account Tree or right-click the Security Account in the Account Tree and select Show Securities option from the context menu. The contents of a Security Account can also be seen from a different point of view by navigating to Edit/Securities form and switching to the Overview tab.
Security Accounts are used in Security Transactions and Security Transfers.
Security Transactions are Transactions that represent buying or selling shares of a Security in exchange for monetary value. There are three sub-types of Security Transactions: Buy, Sell and Dividend.
Security Transaction specific attributes are: Cash Account, Security Account, Security, shares, Amount per Share.
Security Transfers are Transaction that can transfer shares of a Security from one Security Account to another.
Security Transfer specific attributes are: Sender Security Account, Recipient Security Account, Security, shares.
The keyboard shortcut for adding a Security Transfer is the Shift+T combination (the mnemonic is: Shift for Security and T for Transfer).
Sell is a sub-type of Security Transaction that represents the exchange of shares of a Security from a Security Account for a gain of money in a Cash Account. The keyboard shortcut for adding a Sell is the S key.
Note Kapytal allows negative shares of a Security within Security Account, i.e. it is possible to use Sell to sell shares of Security from a Security Account that does not contain any shares of that Security at all. This can be leveraged for modelling mortgages.
Settings Form is used to change the following internal Kapytal settings:
- Check for updates on startup
- when checked, Kapytal attempts to connect to GitHub on each startup to check whether there are any new releases available
- default value: checked
- Exchange Rate decimals
- number of decimals available when manually setting Exchange Rate value in Currencies Form
- default value: 4
- Amount per Share decimals
- number of decimals available in the Security Transaction dialogs in the Amount per Share spinbox
- default value: 4
- General date format
- formatting string used for formatting dates, with the exception of Transaction Table Date column (see below)
- default value:
%d.%m.%Y
- Transaction Table date format
- formatting string used for formatting dates in the Date column of the Transaction Table
- default value:
%d.%m.%Y
- Number format
- number format for all numbers shown in Kapytal
- possible options:
1,234.5678,1.234,5678,1 234.5678,1 234,5678,1234.5678 - default value is set automatically during first start up based on system locale
- Maximum backup directory size
- maximum size of each backup directory before Kapytal starts deleting backups, starting from the oldest
- default value: 100,000 kB
- Backup directories
- list of directories where backups will be created
- default value:
<installation_directory>/_internal/saved_data/backups
- Maximum logs directory size
- maximum size of logs directory before Kapytal starts deleting log files, starting from the oldest
- default value: 1,000 kB
Tags are attributes that can be used in any Transaction. The user can create any amount of Tags. Tags are identified only by their name, which can contain any symbols excluding colons (:). The user can use Tags to filter Transactions or create specific Tag Reports.
Tags can be used to distinguish Transactions related to certain events (vacation Greece 06/2023, Christmas 2019, my wedding, dates with Eve, house renovation 2017), people (baby, friends, together), places (7 Sunny Street - for example when the user wants to distinguish all Transactions related to their house), Transactions the user wants someone to repay them for (Adam owes me) etc.
Tags are not meant for describing the object of the Transactions (i.e. Groceries, Electronics, Rent etc.) as that is the purpose of Categories.
Note that Cash Transactions and Refunds support the "split Tags" functionality, which allows the user to specify the monetary amount which should be associated with the given Tag. By default, full Transaction amount is associated with the Tag, but split Tags can be used to alter this to a lower amount. This feature is useful for splitting expenses (see the basic demo file for example of this usage).
Note that for the purposes of Tag Reports, only Income, Expense, Refund and Dividend Transaction amounts are considered in the calculation. This is because other Transaction types are expected to be value-neutral.
Transactions are used to represent all real-world Transactions the user has made.
There are several types of Transactions: Cash Transactions, Cash Transfers, Refunds, Security Transactions and Security Transfers.
All Transaction types contain the following attributes: Date, Description and Tags.
Transaction Filters are used to filter Transactions based on specific criteria. Transaction Filter Form can be accessed by clicking on the funnel icon next to the Transaction Table search bar.
There are many Transaction Filters:
- Transaction Type Filter
- Date Filter
- Description Filter
- Account Filter
- mostly accessed directly from the Account Tree check boxes
- this filter filters Transactions based on the Account Items they relate to, but it also filters the Account Items themselves for Net Worth Report purposes
- Tag Filters
- Tag-less Transaction Filter
- Specific Tag Filter
- Split Tags Transaction Filter
- Category Filters
- Specific Category Filter
- Split Category Filter
- Payee Filter
- Currency Filter
- Cash Amount Filter
- Security Filter
- UUID Filter
Transaction Filters are chained one after another, and only Transactions passing through all active filters are shown in the Transaction Table.
Many Transaction Filters have three "modes": OFF, KEEP and DISCARD. Filters which are OFF do not discard any Transactions. Filters which are set to KEEP mode keep the Transactions which satisfy their criteria, while filters set to DISCARD mode do the opposite of KEEP mode filters and discard the Transactions which satisfy their criteria instead.
Transaction Table is the dominant user interface feature of Kapytal, and it is the interface element used to create, browse, edit, delete or otherwise manipulate Transactions.
Transaction Table contains many columns, some of which are not shown by default. The columns can be manipulated via the context menu shown by right-clicking on the Transaction Table column headers. The columns can also be reordered or stretched by manually dragging the headers or header edges respectively.
Below the Transaction Table, there are two text labels. First label shows the amount of currently shown Transactions out of the total amount of Transactions. Transactions can be hidden from Transaction Table via Transaction Filters. Second label shows the sum of the amounts of currently selected Transactions. Please note only Income, Expense, Refund and Dividend amounts are summed.
Transaction Table can be hidden by toggling the Show/Hide Transaction Table action in the toolbar.
Transaction Table Form is a small and less-capable version of the Transaction Table which can be opened in various Reports and Categories, Payees and Tags Forms. Transaction Table Form contains all the Transactions that are related to the selected Report or Form item. Transaction Table Form supports editing and adding or removing Tags.
Universally Unique IDentifier is a string of characters which unambiguously identifies an object.
In Kapytal, all Transactions have an UUIDv4, which can be shown in the Transaction Table by right-clicking the Transaction Table header and enabling the UUID column in the context menu. Transaction UUIDs can also be copied to clipboard by right-clicking selected Transactions in the Transaction Table and selecting the Copy UUIDs action in the context menu. The user can paste the clipboard contents into the UUID Transaction Filter directly.
Under the hood, all Account Items, Securities and Categories are also assigned an UUID. Account Item and Security UUIDs can be found in the JSON data file, while Category UUIDs are assigned randomly during program runtime for internal purposes.
Update Quotes Form is a Form used to fetch latest Security price and Exchange Rate data from Yahoo Finance. Only Securities with non-empty symbol strings are eligible for price update. The Security symbol must match the symbol used for the given Security on Yahoo Finance.
Please note the first quote download after starting Kapytal can take a while (but usually less than 1 minute).